Franco Enrique Zen
$UNH (UnitedHealth) just reported Q3 results, one of my favorite positions. EPS came in at $2.92 (+$0.11 vs. expectations) and revenue at $113.2B (+12.3% YoY), beating analyst estimates on both metrics. They also raised 2025 EPS guidance to at least $16.25 from $16.00. CEO Stephen Hemsley said: “We remain focused on strengthening performance and positioning for durable and accelerated growth in 2026 and beyond, and this quarter’s results reflect solid execution toward that goal.” We’re long here. • • • $UNH $SPX500 $NSDQ100 $NVO (Novo-Nordisk A/S SPONS ADR) $BTC
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